hai every body
what about portfolio and what about trade settlement/trade comfirmation /reconcilation. plz its very urgent.
with regards
raji
2 Replies
Ramalingam K
(Founder & Director - Holistic Investment)
(21077 Points)
Replied 14 November 2011
Portfolio management scheme popularly known as PMS are specialized investment vehicle for lump sum investments. The portfolio manager invests the money in shares and other securities and manages the portfolio on behalf of the client.
More details of PMS and should you invest or not in PMS is available in the link.
https://holisticinvestment.in/Portfolio-Management-Scheme
Regards
RAMALINGAM K, MBA, CFP,
CHIEF FINANCIAL PLANNER,
HOLISTIC INVESTMENT PLANNER PRIVATE LIMITED.
www.holisticinvestment.in
Ramalingam K
(Founder & Director - Holistic Investment)
(21077 Points)
Replied 14 November 2011
Portfolio management scheme popularly known as PMS are specialized investment vehicle for lump sum investments. The portfolio manager invests the money in shares and other securities and manages the portfolio on behalf of the client.
More details of PMS and should you invest or not in PMS is available in the link.
https://holisticinvestment.in/Portfolio-Management-Scheme
Regards
RAMALINGAM K, MBA, CFP,
CHIEF FINANCIAL PLANNER,
HOLISTIC INVESTMENT PLANNER PRIVATE LIMITED.
www.holisticinvestment.in
Recent Topics
- Regarding Hackathon Prize W-8BEN India-US Tax Trea
- Digital1234
- Unable to claim Deduction in ITR 2 u/s 80 CCD(2)
- FDI-FEMA-Interest on Loan to Mauritius based wholl
- GSTR-4 Return in composition scheme
- Income tax - Forms related
- Family Pension deduction under 57(iia) in new regi
- TAN no in ITR-2
- GST RATE ON COMPOSITION MEDICAL STORE
- Employee's contribution EPF and PPF
Related Threads
Trending Online Classes
-
Input Tax Credit, GST refunds and Recovery of refunds- Roadblocks and way outs
CA Nipun Arora03 September 2025 -
GST LIVE Certification Course - 43rd Weekdays Batch(With Govt Certificate)
Industry Expert15 September 2025
CAclubindia
